See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,530 | $133,958-85.4% | $112,228-82.6% | $134,475-85.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -19.23% | 47.11%-66.3pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $933 | $4,038-76.9% | $3,635-74.3% | $4,740-80.3% |
| Participant deferral / active EE | $3,595 | $5,291-32.1% | $4,728-24.0% | $6,400-43.8% |
| Admin fee / account holder | $901 | $7,489-88.0% | $6,410-85.9% | $11,426-92.1% |